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Our View

On the latest financial trends and news.

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What is CDIC Insurance? Thumbnail

What is CDIC Insurance?

There are many reasons why keeping your money in a bank is better than under a mattress or in an old coffee can buried in your backyard. But, one of the biggest is the Canada Deposit Insurance Corporation’s (CDIC) deposit insurance.

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AI in financial advising – Can I use AI as a financial advisor? Thumbnail

AI in financial advising – Can I use AI as a financial advisor?

Suddenly, computers are writing blog posts, code, novels, and more. Seemingly overnight, AI is poised to take over every desktop profession – even financial advising. As a result, we’ve received many questions from clients about whether this new technology can deliver financial planning advice as good as – or even better than – humans.

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Your Guide to Converting RRSPs to RRIFs Thumbnail

Your Guide to Converting RRSPs to RRIFs

As you approach retirement age, your focus on savings naturally begins to change. You stop viewing that nest egg as a place to store money, and start seeing it as a place to pull money from. For those heavily invested in RRSPs, RRIFs are one of the most popular vehicles to make that transition because it's nearly seamless and the RRIF is a very flexible tool used to optimize your savings and help to manage your spending.

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